Lionsbridge Wealth Management LLC Portfolio Holdings

Lionsbridge Wealth Management LLC

  • $85.1 Million
  • Q4 2025

Lionsbridge Wealth Management LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $85.1 Million distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $6.5M, Quanta Services, Inc. with a value of $3.8M, Invesco ETF Tr Ii S&P 500 Mome with a value of $3.75M, J P Morgan Exchange Traded Fd with a value of $3.72M, and Utilities Sector Spdr with a value of $3.38M.

Examining the 13F form we can see an decrease of $932K in the current position value, from $86M to 85.1M.

Lionsbridge Wealth Management LLC is based out at Jacksonville Beach, FL

Below you can find more details about Lionsbridge Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $85.1 Million
ETFs: $61.4 Million
Technology: $4.55 Million
Industrials: $3.8 Million
Financial Services: $3.74 Million
Energy: $3.39 Million
Communication Services: $1.05 Million
Utilities: $730,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$61.4B
$3.8 Million 4.46% of portfolio
8,847
Q4 2025 Reduced 0.77%
$4.3T
$1.88 Million 2.21% of portfolio
7,041
Q4 2025 Reduced 1.23%
$3.78T
$1.76 Million 2.07% of portfolio
3,467
Q4 2025 Reduced 0.46%
$1.45B
$1.7 Million 2.0% of portfolio
146,157
Q4 2025 Reduced 8.2%
$881B
$1.56 Million 1.83% of portfolio
5,186
Q4 2025 Reduced 0.46%
$7.89B
$1.55 Million 1.82% of portfolio
1,518
Q4 2025 Added 197.06%
$113B
$1.47 Million 1.73% of portfolio
16,567
Q4 2025 Reduced 0.14%
$1.65T
$1.05 Million 1.23% of portfolio
3,784
Q4 2025 Reduced 2.12%
$1.46T
$904,000 1.06% of portfolio
3,206
Q4 2025 Reduced 0.84%
$2.72B
$485,000 0.57% of portfolio
9,794
Q4 2025 Reduced 29.92%
$111B
$369,000 0.43% of portfolio
1,091
Q4 2025 Reduced 0.37%
$22B
$366,000 0.43% of portfolio
6,123
Q4 2025 Reduced 0.11%
$72.7B
$361,000 0.42% of portfolio
2,069
Q4 2025 Reduced 0.05%

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $85.1 Million
  • Prior Value $86 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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